Creating Wealth, Building Wealth and Preserving Wealth.

Left Brain Wealth Management is a SEC registered investment advisory firm.

401K Plan

Does your retirement plan need a check-up? 

Your 401(K) is working for you, and your retirement. But at what level? Is your 401(K) working at its peak performance? Is it taking a sick day every time the economy changes? How do you know? 

Your 401(K) needs to get a check-up regularly. Just like you go in for an annual physical, so should your 401(K) and all retirement plans. Hire a professional to get to know you and understand your needs and goals. 

Nowadays, 401(K) as well as other retirement plan balances are often larger than home values. Don’t you think you should spend as much time taking care of your retirement plan as you spend taking care of your home? We think it makes sense to review them every now and then. Left Brain Wealth Management, LLC. will review all of your investment choices available to you within your company’s plan. (LBWM will also evaluate your company stock and help determine the optimal exposure). We will then make recommendations as to which of these are
most appropriate for you given your personal retirement goals and risk level. We will also review your current contribution level and give you insights as to the future values and retirement income levels these amounts may produce. 

If your company offers a ROTH 401(K) we can also help evaluate if that is a beneficial choice for you (given your current income level and tax brackets). For employees of publicly traded companies (those with a stock) this can be particularly important as there are special tax and distribution considerations that should be evaluated to see how best to take advantage. 


What is a 401(K) Check-Up? 

At Left Brain Wealth Management we take the time to get to know your needs, goals and future ambitions. 

Our experts will review your 401(K) portfolio as well as other retirement plans to make sure they fit those needs. If it does not, we can help you adjust your funds to be completely in-line with your retirement goals. Left Brain Wealth Management will make expert recommendations to make sure your retirement plans are running at their optimal performance and as efficiently as possible. Our retirement experts will take the time to really understand your needs and fully investigate your current retirement plans to ensure you are getting the most from your retirement plan. Left Brain Wealth Management will do a complete diagnostic exam of your current 401(K) portfolio and other retirement programs in a timely manner all for $499.00.

Every year we see a doctor to make sure all is well and we are healthy. Isn’t it just as important to take a look at the health of your 401(K) plan with your employer? Left Brain Wealth Management can offer you an opportunity to receive a clean bill of financial health. 


To Learn How the Left Brain Wealth Management 401(K) Check up can help you—Give us a call today! 


Did you know? 

  • Did you know you can put up to 15% of your salary into your 401(K)?
  • Did you know that if you are over 50 you can make a “catch-up” contribution?
  • If your employer is publicly traded there are special tax rules involving your company stock?
  • If your company offers a Roth 401(K) let us evaluate if that is the best option for you.
  • Left Brain Wealth Management can evaluate your current portfolio for maximum performance. 

Left Brain Wealth Management Services Include:

  • Customized Retirement Income Strategies
  • Investment and Portfolio Management
  • Roth IRA education and advice

We believe in helping you Create, Build and Preserve your Wealth. We have the right prescription for excellent financial health. To Learn More or get started give us a call at 630-517-9300

Here’s what we’ll need from you to get your retirement moving in the right direction

  • The most current complete 401(K) statement.
  • Completed LBWM Expectations questionnaire
  • Signed agreement & Payment
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